SOFI Ownership
Sofi Technologies Inc - Institutional & insider holdings
Ownership Breakdown
Institutions
50+
Stock Price
$0.00
Top Institutional Holders
View All Holders →| Holder | Shares | Value | % Owned |
|---|---|---|---|
| ANDERSON HOAGLAND CO | 446.84K | $8.14M | 0.00% |
| EXCHANGE TRADED CONCEPTS LLC | 352.25K | $6.41M | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC | 200.28K | $3.72M | 0.00% |
| CREATIVE PLANNING | 169.06K | $3.08M | 0.00% |
| BRENDEL FINANCIAL ADVISORS LLC | 139.11K | $2.53M | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 107.33K | $1.95M | 0.00% |
| CLARUS WEALTH ADVISORS | 83.69K | $1.67M | 0.00% |
| STRATEGIC ADVOCATES LLC | 72.48K | $1.32M | 0.00% |
| XCEL WEALTH MANAGEMENT LLC | 70.54K | $1.28M | 0.00% |
| KENNEDY INVESTMENT GROUP | 58.30K | $1.06M | 0.00% |
| ARCHFORD CAPITAL STRATEGIES LLC | 31.37K | $571.23K | 0.00% |
| FOUNDATIONS INVESTMENT ADVISORS LLC | 26.92K | $490.29K | 0.00% |
| SOWELL FINANCIAL SERVICES LLC | 20.84K | $379.40K | 0.00% |
| STRATOS WEALTH ADVISORS LLC | 20.29K | $369.48K | 0.00% |
| EVOLUTION WEALTH ADVISORS LLC | 18.71K | $340.80K | 0.00% |
Recent Insider Trading
View All Insider Trades →↑Recent Buys (5)
Borden William A.
Insider
2025-12-29
Keough Kelli
EVP, GBUL, SIPS
2025-12-23
Rishel Jeremy
Chief Technology Officer
2025-12-17
Rishel Jeremy
Chief Technology Officer
2025-12-08
Rishel Jeremy
Chief Technology Officer
2025-12-15
↓Recent Sells (0)
No recent insider sales
Understanding Stock Ownership
Institutional Ownership
Large investors like hedge funds and mutual funds that manage $100M+ must disclose their holdings quarterly via 13F filings. High institutional ownership often indicates strong fundamentals.
Insider Ownership
Company executives and directors must report their trades via SEC Form 4. Insider buying can signal confidence, while selling may occur for various reasons including diversification.
Why It Matters
Ownership structure reveals who believes in the company. Institutional investors conduct deep research, while insider buying shows internal confidence. Track ownership changes for investment signals.
Data Sources
Institutional data from SEC 13F filings (quarterly), insider trades from Form 4 filings (within 2 business days), and company proxy statements (annual ownership disclosures).
Get Full SOFI Analysis
AI insights, financials, valuation, and complete ownership tracking
View Complete AnalysisFrequently Asked Questions
Who owns SOFI?
SOFI (Sofi Technologies Inc) is owned by institutional investors (multiple), company insiders (various holdings), and retail investors. The largest institutional holders are disclosed in quarterly SEC 13F filings.
What is SOFI institutional ownership?
SOFI has significant institutional ownership from hedge funds, mutual funds, and investment firms. Check the holdings table above for detailed data.
What is SOFI insider ownership?
Company insiders hold shares of SOFI. Insider trading activity is tracked through SEC Form 4 filings.
Are SOFI insiders buying or selling?
Recent insider activity shows 5 buy transactions ($2.72M) and 0 sell transactions ($0). Insider buying exceeds selling, which could be a positive signal.